airSlate certification illustration
Enrollment is open

airSlate CRM Essentials

Streamline your workflows without leaving the CRM/ERPs you already use. Familiarize yourself with airSlate integrations and automatically pre-fill and extract data, create new records, route documents, and archive them once completed.

About this program:

This program is aimed at those who use Salesforce, Microsoft Dynamics 365, or NetSuite on a daily basis and want to streamline their data processes.

You’ll learn how to use airSlate to automate time-consuming tasks such as data routing, record creation, and more, saving time and resources for higher priority business goals. The program guides you through the process of integrating your CRM/ERP account with airSlate and using both systems in unison to save time and increase efficiency.

The certification program consists of 4 courses:

CRM Integrations: A Brief Outline is an introductory course that provides a general overview of CRM systems, what they are used for, and familiarizes you with the key element of airSlate integrations — no-code Bots.

airSlate for Salesforce takes you through the process of integrating airSlate with Salesforce from A to Z and provides a detailed explanation on how to create an airSlate workflow directly from Salesforce. You’ll also develop a familiarity with the airSlate Bots that will help you automate data transfers, create records, and send notifications to Salesforce contacts, and more.

airSlate for MS Dynamics 365 reviews the ins and outs of integrating airSlate with Microsoft Dynamics 365 and explains how to create a workflow directly from the CRM. You’ll also learn how to use airSlate Bots to simplify data transfers between the two systems, create new MS Dynamics records, and other tasks, all without writing a single line of code.

airSlate for NetSuite guides users through the necessary airSlate integration components for NetSuite and provides instructions on how to create an airSlate workflow directly from the ERP. You will also learn how to configure airSlate integration Bots for NetSuite that will automatically create a NetSuite record, transfer and update information, and more.

What you will learn

The basics of CRM systems: what they are and their value for business efficiency
How to integrate your airSlate workflows with Salesforce, configure seamless automation, and find out how to set up the key airSlate features and tools inside a Salesforce organization
How to enhance and streamline your workflows using airSlate integrations for Microsoft Dynamics 365 and automate routine tasks with no-code Bots
How airSlate integrations work with NetSuite, so you can automate and simplify any process inside your NetSuite organization with no-code Bots
Enroll
Duration 4 hours
Certificate A sharable achievement is included
Level Advanced
Language English
Price FREE
Enroll

Pursue a Verified Certificate to show off the skills you gain

figure
Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
figure
Shareable on social
Post your certificate on LinkedIn or add it directly to your CV.

All you need to digitally transform your business

The airSlate Academy combines everything you need to digitally transform your business, including legally binding eSignatures, advanced PDF editing, and automated workflows.
Familiarize yourself with eSignatures, their implementation, business value, and learn how to create legally binding eSignature workflows for your business.
Change the way you work with documents into an interactive online experience and learn how to make your documents look professional.

FAQs

Will I earn a separate certification for each course or just one for the entire airSlate CRM Essentials program?

You will receive the verified certificate for the entire airSlate CRM Essentials program, and 4 badges for each course you pass.


Can I take the courses in the airSlate CRM Essentials program in any order?

Yes, you can take courses in any order you wish, depending on the CRM systems you use. Thus, we recommend you start with CRM Integrations: A Brief Outline since it’s the introductory course.


Become an airSlate Partner

Students who complete the airSlate Academy courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

become partner

Getting a CRM certification is the best way to improve your productivity and profitability from your CRM system

Title

Marketing is different than it was even 5 years ago. Today, companies can gather massive amounts of data on potential customers than previously possible in much shorter periods of time, making managing information a major task.

To keep things running efficiently and the data your organization finds relevant, you need to streamline lead workflows and source new information into one secure place. To do that, companies implement customer relationship management (CRM) systems. By using them, you can collect various types of data: profile information like names and birthdays, hobbies, customer history, and buying preferences to make working with them as smooth and convenient as possible.

Why do team members need to take CRM certification courses?

Customer relationship management systems bring numerous benefits:

  • Safe storage. Collect customer data in one secure place with access permissions.
  • Increased efficiency. Enhance your planning and optimize daily or weekly schedules to get better results.
  • Trustworthy activity reports. Save time spent on preparing weekly and monthly reports; good software will do it for you automatically when set up correctly.
  • Deep customer insight. Know your customers (both current and prospective) inside and out with a system that assists you in segmenting data and identifying essential opportunities. Analyze customer needs and predict possible problems and pain points.
  • Improved collaboration. Save time spent when onboarding new team members. A good CRM system keeps a history of all communication making it simpler to swap team members working on specific projects.
  • Personalized communication. Use the dynamic content in your marketing campaigns to raise customer satisfaction levels and close more deals.

Each CRM is a little bit different but each plays a similar role in your leads workflow and taking Salesforce, NetSuite, and Microsoft CRM certification courses is a great idea if you’re looking to increase your organization's productivity and profitability. Implementing new tools into existing workflows and getting team members familiar with them is a tricky task that can require months and in some extreme cases, years to do.

Now consider integrations on top of that and you’re looking at tough work. CRM certification courses make that process easier by speeding up the learning process.


Taking the CRM certification courses by the airSlate Academy is a proven method to increasing productivity and reducing costly learning curves

The CRM certification courses by airSlate are for professional growth as an active CRM user. airSlate is a holistic solution for efficiency and completely streamlined workflows. It combines legally-binding electronic signatures, web forms, and no-code workflow automation tools in one place. Automate any business process and connect it with multiple systems of record and eliminate routine operations and save time for tasks that really matter.

With airSlate, you'll be able to communicate customers more instead of waiting on forms or contracts to be signed or for data to be transferred between multiple systems of record manually. Even though customer relationship management solutions can automate some tasks on their own, airSlate boosts your work to higher levels using Bots (software robots that operate on if-this-then-that conditional logic) and gives you and your team the ability to automate more processes.

The CRM certification courses by the airSlate Academy are designed to make the integration process between your CRM and airSlate as smooth as possible. The courses cover core topics related to implementing robotic process automation tools in your everyday work with different systems of record. By enrolling in the courses, you start the path towards professional Salesforce, NetSuite, and Microsoft Dynamics CRM certification. And as a result, at the end of your training, you’ll know exactly which system of record you should use and how to integrate it with airSlate for optimal performance.

Take a look at how to get a CRM certification with the airSlate Academy

The airSlate Academy is a free resource for people to grow professionally and receive a CRM certification. All you need is to follow the guidelines below:

  1. Create an account. Go to the top of this page, click Enroll, and finish a simple one-step registration procedure.
  2. Complete all the course blocks. Study the theoretical portion, take notes, and pass the quizzes and tests.
  3. Get your CRM certification. Go to your email and find the message with the verified certificate attached.
  4. Continue improving your skills. Open airSlate, create Flows, add Bots, and automate your processes.

Seems simple, right? It is simple! Enroll in the airSlate Academy courses to get your CRM certification online for free and learn how to deal with different systems of record like a Pro!

Show more